Filed April 22, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $4,279 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,217 | $42,548-12.5% | $74,550-50.1% | $56,287-33.9% |
| Participation rate | 90.1% | 60.5%+29.6pp | 69.1%+21.0pp | 69.9%+20.3pp |
| Annual return | -6.81% | 12.40%-19.2pp | 32.53%-39.3pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,249 | $855+46.0% | $1,961-36.3% | $2,111-40.8% |
| Participant deferral / active EE | $3,653 | $2,277+60.4% | $3,108+17.5% | $3,350+9.1% |
| Admin fee / account holder | $12 | $467-97.4% | $5,060-99.8% | $521-97.7% |